Keyboard Shortcuts

Use keyboard shortcuts to navigate, edit, search, and approve transactions faster in Zerosum.

Written By Pedro

Last updated 5 days ago

Move through budgets and transactions without leaving the keyboard. Shortcuts pause while you are typing in a field or using a dialog, menu, picker, or popover.

Global shortcuts

Cmd/Ctrl + K: open quick actions
Cmd/Ctrl + Z: undo last action
Cmd/Ctrl + Shift + Z: redo last action
[: toggle sidebar
G: add category group
Y: add category
O: add account
?: show the keyboard shortcuts overlay

Transaction tables

These work on All Transactions and account transaction pages, including in-review rows inline in the normal register and in the focused Review view, unless noted otherwise.

/: focus the search/filter on regular transaction pages
Arrow Down: select the first or next visible row
Arrow Up: select the last or previous visible row
Shift + Arrow Down / Shift + Arrow Up: extend the selection to the next or previous row
Home: jump to the first visible row
End: jump to the last visible row
Shift + Home / Shift + End: extend the selection to the first or last row
Alt/Option + Arrow Up / Alt/Option + Arrow Down: move the selected row up or down within its day, on an account page sorted by date
Enter: edit the selected row when exactly one row is selected
Shift + F10 or Context Menu: open selected row actions
A: add a transaction when no row is selected
Space: toggle a focused row checkbox
Enter (from a focused checkbox): select that row, or edit it if it is the only selected row
Enter or Space: sort a focused sortable column header

💡 Tip: Row navigation follows the current table order (including active sorting and filters) and stops at the ends: Arrow Down on the last row and Arrow Up on the first row stay put. With nothing selected, either arrow selects the first visible row; use Home and End to jump to the ends.

Editing rows

Tab: move to the next editable field
Shift + Tab: move to the previous editable field
Enter or Tab: save a highlighted picker option or selected date
Shift + Enter: save the transaction you are adding or editing
Cmd/Ctrl + Enter: save and add another (when adding)
Escape: exit edit mode; press again to clear the row selection

Regular transaction selection actions

On All Transactions and account transaction pages, select one or more regular transactions first, with the row checkboxes, or by using arrow keys to select and Shift + Arrow keys to extend.

L: toggle cleared or uncleared
Shift + L: match/link exactly two eligible selected transactions
C: categorize selected transactions
P: change payee on selected transactions
T: set tags on selected transactions
D: duplicate selected transactions
M: move selected transactions
N: add a note to selected transactions
Backspace or Delete: delete selected approved transactions; unavailable when the selection is entirely in review

In-review transaction actions

In-review rows support the same row navigation, checkbox, and edit shortcuts as the rest of the register. With one or more in-review rows selected, these actions are also available.

C: categorize selected in-review transactions
P: change payee
N: add a note
T: set tags
L: toggle cleared or uncleared
Shift + L: match/link a qualifying pair of selected transactions
U: unlink one selected linked transaction
A: approve selected in-review transactions
R: reject selected in-review transactions

Pending at bank previews and Scheduled rows can be selected the same way. When every selected row is a preview or a scheduled transaction, A enters them all today in one step. R rejects selected previews, and Shift + L matches a preview to an entry you already have.

Budget table

Arrow Down: move to the next category budget field
Arrow Up: move to the previous category budget field
Cmd/Ctrl + Arrow Down: expand all category groups
Cmd/Ctrl + Arrow Up: collapse all category groups
Shift + S: snooze or unsnooze goals on the selected categories
Escape: clear selected budget categories
Cmd/Ctrl + Enter: save a budget note while editing
Escape: cancel budget note editing